Custom Narrative

Question & Answer
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Hi @Niam_ucf, to add the operations specialist in the custom narrative in Amazon QuickSight, you need to use a calculated field to combine the Center Code and the Ops Specialist into a single field. Here’s how you can achieve this:

  1. Create a Calculated Field:
  • Go to the dataset you are using for the analysis.
  • Click on the dropdown arrow next to the dataset name and select “Edit Dataset.”
  • In the dataset editor, click on “Add calculated field.”
  • Create a new calculated field that combines the Center Code and the Ops Specialist name. Use the following formula:
concat({OpsSpecialist}, ' Center ', {CenterCode})
  • Name this calculated field something like OpsSpecialistCenter.
  1. Use the Calculated Field in the Narrative:
  • Go back to your analysis.
  • Replace the CenterCode field in the narrative with the newly created OpsSpecialistCenter calculated field.
  • Edit the narrative to include the other elements (percentage increase and month of the orders) as needed.

Here’s a step-by-step guide for adding the calculated field and updating the narrative:

Step-by-Step Instructions:

  1. Edit the Dataset:
  • In QuickSight, click on the dataset name in the left pane.
  • Select “Edit Dataset” from the dropdown menu.
  1. Add a Calculated Field:
  • Click on “Add” and then “Add calculated field.”
  • Enter the calculated field formula:
concat({OpsSpecialist}, ' Center ', {CenterCode})
  • Name the calculated field OpsSpecialistCenter and click “Create.”
  1. Update the Narrative:
  • Go to your analysis where you have the narrative visual.
  • Click on the narrative visual to edit it.
  • Replace CenterCode with the newly created OpsSpecialistCenter field.
  • Adjust the narrative text to include the percentage increase and month:
{OpsSpecialistCenter} Avg daily order volume increased by {PercentageIncrease} in {Month}

Example:

If you want your narrative to say: “(ops specialist name here) Center MS073 Avg daily order volume increased by 633.33% in May 2024”, your narrative should be configured as:

{OpsSpecialistCenter} Avg daily order volume increased by {PercentageIncrease} in {Month}

Notes:

  • Ensure that the fields {PercentageIncrease} and {Month} are correctly referenced from your dataset.
  • The calculated field OpsSpecialistCenter should now dynamically insert the Ops Specialist name and the Center Code into the narrative.

Did this solution work for you? I am marking this reply as, “Solution,” but let us know if this is not resolved. Thanks for posting your questions on the QuickSight Community!